U.S. federal trademark · Serial No. 77146514
Investment advisory and planning services, retirement planning, financial planning, estate planning and personal financial planning; Insurance services for life, long term care, disability and other insurance products including variable and fixed annuities; Mortgage and loan services; Mortgage banking, mortgage loans, Loan financing, and Banking
Tax preparation, tax consulting and tax planning services including income tax preparation services for individuals, trusts, corporations, LLC's, estates, fiduciaries and gift taxes; Tax audit representation for federal and state income taxes, employment tax, workers compensation tax, employment classification, subcontractor classification audits, sales and use taxes and government collection activities; Accounting, bookkeeping and business consulting services, monthly and annual write-up services, financial statement preparation, business consulting and planning and audits
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.